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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
2001
Strategic Wealth Management Group
Maryland
$705K +$11.5K +56 +2%
AIC
2002
Archer Investment Corporation
Indiana
$704K +$27.6K +135 +4%
LFG
2003
Larson Financial Group
Missouri
$703K +$195K +951 +40%
TFO
2004
Tarbox Family Office
California
$702K +$309K +1,512 +85%
BAAM
2005
Baker Avenue Asset Management
California
$701K +$7.16K +35 +1%
BWA
2006
Beam Wealth Advisors
Louisiana
$698K -$10.2K -50 -2%
GPA
2007
Garrison Point Advisors
California
$698K +$56.3K +275 +9%
CA
2008
Commerzbank Aktiengesellschaft
Germany
$697K
PGA
2009
Portland Global Advisors
Maine
$697K +$13.3K +65 +2%
GWM
2010
Gray Wealth Management
Maine
$697K +$14.1K +69 +2%
SFG
2011
Summit Financial Group
West Virginia
$695K
IWA
2012
Inspirion Wealth Advisors
Illinois
$693K
KBG
2013
Kahn Brothers Group
New York
$692K -$15.3K -75 -2%
VCM
2014
Virtue Capital Management
Tennessee
$691K -$252K -1,234 -28%
HR
2015
Hayden Royal
North Carolina
$689K -$86.9K -425 -12%
GSAM
2016
Grant Street Asset Management
Pennsylvania
$689K
GAM
2017
Gould Asset Management
California
$688K -$10.2K -50 -2%
CAM
2018
Crestone Asset Management
Colorado
$687K -$134K -653 -17%
WCM
2019
Weld Capital Management
New York
$684K -$358K -1,748 -35%
AMG
2020
Advisors Management Group
Wisconsin
$684K +$1.84K +9 +0.3%
CC
2021
Cedar Capital
Illinois
$682K -$101K -495 -13%
JIP
2022
JBJ Investment Partners
South Carolina
$682K
CMI
2023
Clare Market Investments
Texas
$681K -$40.9K -200 -6%
JLBC
2024
J.L. Bainbridge & Co
Florida
$681K -$335K -1,636 -34%
CCC
2025
Chelsea Counsel Company
California
$678K -$138K -674 -17%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.